Keep Brex spend limits visible with a recurring review
See your spend limit configuration in a regular digest so important controls do not fade into the background.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Spend Limits
Retrieve the spend limits configuration.
Why this helps
Spending controls can become easy to overlook when checking them requires a separate, ad hoc trip into Brex.
- Make spend limit checks part of a routine.
- Summarize the configuration returned by Brex.
- Prompt a closer look at controls based on criteria you provide.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Brex once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the review.
- 3Tell Notis to retrieve Brex spend limits and summarize the controls or criteria you want reviewed.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the returned limits support the review.
Questions about this workflow
Will Notis change or archive spend limits?
No. This workflow uses Get Spend Limits to retrieve configuration for a summary.
Can it apply company-specific policy checks?
Yes, if you include the policy criteria in the instruction. Notis cannot infer criteria that are not supplied or available in the returned data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Brex. A trigger fires from one place; an action lands in another.
Airtop triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Airtop and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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